Authorise Woosage to access your Sage Accounting account

Configure the plugin

Processing

1. Stock - enables or disables stock processing, which is keeping WooCommerce and Sage synchronised and it shows the status of stock processing activity
   
2. Products - enables or disables product processing, which is updating Sage product data (e.g. prices) on the website and controlling the creation and removal of products from the website. It also shows the status of product processing activity.
   
3. Orders - enables or disables order processing, which is importing order to Sage as sales invoices and it shows the status or order processing activity.

Orders Settings

1. Allow missing SKU in line items - enabling this will mean Woosage will allow order line items where the SKU is missing, which is useful is you have item on the website that are not in Sage, such as drop-shipped items.
   
2. Allow SKUs not in Sage - enabling this will mean Woosage will not throw an error is a SKU is not found in Sage, but will import the order as a sales invoice. Again, this may be useful for drop-shipped, non-stock or service items.
   
3. Allow reposting to Sage - enabling this will mean Woosage will reprocess the same order more than once. This is useful is you amend website order and wish to reimport them (you must first mark them as pending again in the WooCommerce Orders page, so that Woosage will pick them up again).
   
4. Allow order with zero total - enabling this will mean Woosage will process order that have a zero order total value. This is useful if you want Sage to record invoice for things like free samples.

Products Settings

1. Enable Price updates from Sage - if enabled, Woosage will update the Regular website prices form Sage.
   
2. Price lists to update from Sage - tick the checkboxes to enable each price list, which will then be assigned to a user role of the same name by Woosage. The roles can then be added to user accounts to assign the price list.
   
1. Note 1: the price list will only appear if connected to Sage.
   
2. Note 2: the website regular prices are set from the Sales Price in Sage, which is a price list that will appear in the list of price lists
   
3. Note 3: the Sales Price list may have a different name, but it is the first one in the list of price names, which can be found at Sage>Settings>Business Settings>Record and Transaction Settings>Products & Services>Product Prices, where it can also be amended.
   
3. Force disallow backorders - enabling this will override the WooCommerce Allow Backorder setting to prevent stock going negative, which is not permitted in Sage.
   
4. Update duplicate SKUs - by default, Woosage does not update duplicate SKUs, so enabling this setting will mean Woosage will update any duplicates, subject to the product status below.
   
5. Which product statuses to ignore - tick the checkboxes to instruct Woosage to ignore each status type when updating products (e.g. if a product is draft and ignore drafts is check then it will not be updated).
   
6. Which product data to update - tick the data items to enable Woosage to update them in the website from Sage. Other product meta is all other data in the Sage product.
   
7. Which product type to process - tick the product types to update (e.g. ticking Non-stock products will instruct Woosage to update).
8. Enable website product creation from Sage - if enabled, Woosage will create a draft product using the Sage data (labelled "Sage draft" ). Note: when creating a product all Sage data will be mapped to in the created product, not just the ones selected above.
   
9. Enable website product removal from Sage - if enabled, Woosage will remove products from the website by changing it to a draft product if it marked as inactive or deleted in Sage. If it is subsequently marked as active in Sage, Woosage will publish the product. When a "Sage draft" product is deleted in Sage, having never been published in WooCommerce, it will be permanently deleted.

Invoices Settings

1. Sales ledger account - Select how Woosage will set the invoice sales ledger: either use Sage settings or specify a ledger account (adds the following setting).
   
1. Sales ledger account override - specify the sales ledger account for invoices.
   
2. Invoice number prefix - Specify the prefix to use for sales invoices (the default is "SI-").
   
3. Use Sage billing address - if enabled, Woosage will use the billing address from the Sage customer account, rather than the billing address in the website order.
   
1. Note: if using a default customer account Woosage will always use the billing address from the website order.
   
4. Use Sage delivery address - if enabled, Woosage will use the delivery address from the Sage customer account, rather than the delivery address in the website order. 
   
1. Note: if using a default customer account Woosage will always use the delivery address from the website order.
   
5. Billing contact name format - select the format of the billing contact name for invoices. This format is also used when creating new customer accounts.
   
6. Delivery contact name format - select the format of the delivery contact name for invoices.
7. Disable invoice email - by default, Woosage will email invoices to  customer contacts Selecting YES will disable this feature and hide the following setting.
   
1. Disable marking invoices as sent in Sage - by default, Woosage will mark invoices as sent in Sage. Selecting YES will disable this feature.
   
8. Disable invoice payment button - selecting YES will cause Woosage will remove the payment button from invoices that have been fully paid. Selecting NO will include the payment button, even if the invoice has been paid.
   
9. Add invoice link to My Account - selecting YES will cause Woosage will add a link to the invoice to "My Account" for customers that are logged in when orders are placed (not relevant to guest orders).
   

Customers Settings

1. Search Sage for customer contacts? - select how Woosage will determine which customer contact to use for sales invoices: search on billing email address or use a default customer account (similar to a cash account that will be used for all orders, which must have a contact reference).
   
1. Action if contact not found - if the search option was selected, then select the action to be taken if the customer contact is not found: create new contact or use a default customer account (with the reference specified in the following setting).
   
1. Note: Woosage will always create a new contact is no company name is present in the website order.
   
2. Default contact reference - if the default account was selected, then specify the reference of the Sage customer contact to be used as the default customer account for invoices.
   
2. Force customer name to uppercase - if enabled, Woosage will force customer names to upper case.
   
3. Force customer address to uppercase - if enabled, Woosage will force customer addresses to upper case.
   

Payments Settings

1. Web payment method - select the payment method from the dropdown list of installed payment gateways.
   
2. Payment reference - select the payment reference form the dropdown list. Selecting Custom payment reference will display the following mandatory setting.
1. Custom payment reference - enter your custom reference which can include the following placeholders that can be combined (e.g. **BCO** **SIN**)
   
1. **WON** - replaced with website order number.
   
2. **BNM** -  replaced with billing contact name.
   
3. **BCO** - replaced with billing company name.
   
4. **SIN** - replaced with Sage invoice number.
   
3. Fee nominal - specify the nominal code of the ledger account that Woosage will add the payment fee to (this will only display for payment methods where the fee is deducted from the customer payment before paying out, such as Stripe or PayPal. The Sage default is 7900 (Bank Charges and Interest).

Taxes Settings

1. WC Tax Code - select the website tax code to map from the dropdown list, which is populated from all the tax rates setup in WooCommerce>Settings>Tax.
   
2. Sage Tax Code - select the Sage tax rate from the dropdown list, which is populated form Sage, so will only show when connected to Sage.
   
3. Make default - we recommend enabling this for one of the tax lines, which will ensure orders process if a website product tax class has not been specified for an order line item.

Notifications Settings

1. Enable email notifications - if enabled Woosage will report error or warnings to the email addresses provided in the next setting, according to the error types selected.
   
1. Notification email addresses - click the Add email + button to an email address in the box that is display and repeat for each email address.
   
2. Notify error type - select the type of errors to notify from the dropdown list.
   
1. Note: selecting Custom will display all the errors and warning codes under the heading Custom codes for notifications, where you can specify errors & warnings, so email recipients will only be notified of occurrences of the selected codes
   

Advanced Settings

1. Retrieve order from (inclusive) - this is automatically set to todays date by Woosage when the plugin is activated, but it can be manually edited at any time.
   
2. Override Woosage Admin API key - used by Woosage development and support for debug purposes.
   
3. Delete all Woosage data on uninstall - if enabled all Woosage data including settings and logs will be deleted when the plugin is uninstalled.
   
4. Clear deleted SKUs - clicking the Clear Now button will delete all Sage draft products, so they can be re-created on the website if still present in Sage.
   
5. Reset schedule hooks - clicking Rest now will force all schedule events to fire now.
   
6. Re-install database tables - this will delete all Woosage database tables and recreate them. Note: this action cannot be undone.
   
7. Enable Debug mode - if enabled additional information will appear in the Woosage header and footer. This is information primarily used by Woosage support, so they may request it.

Save Settings